Hillsdale Investment Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $104K | Buy |
1,580
+280
| +22% | +$18K | ﹤0.01% | 576 |
|
|
2025
Q4 | $75K | Hold |
1,300
| – | – | ﹤0.01% | 526 |
|
|
2025
Q3 | $85.9K | Hold |
1,300
| – | – | ﹤0.01% | 501 |
|
|
2025
Q2 | $76.2K | Hold |
1,300
| – | – | ﹤0.01% | 479 |
|
|
2025
Q1 | $78K | Hold |
1,300
| – | – | ﹤0.01% | 457 |
|
|
2024
Q4 | $68K | Buy |
+1,300
| New | +$69.3K | ﹤0.01% | 443 |
|
|
2021
Q1 | – | Sell |
-900
| Closed | -$37K | – | 634 |
|
|
2020
Q4 | $37K | Hold |
900
| – | – | ﹤0.01% | 452 |
|
|
2020
Q3 | $35K | Sell |
900
-1,100
| -55% | -$45.8K | ﹤0.01% | 444 |
|
|
2020
Q2 | $78K | Buy |
2,000
+900
| +82% | +$35.1K | 0.01% | 410 |
|
|
2020
Q1 | $43K | Buy |
1,100
+200
| +22% | +$8.88K | 0.01% | 443 |
|
|
2019
Q4 | $45K | Sell |
900
-900
| -50% | -$42.5K | ﹤0.01% | 444 |
|
|
2019
Q3 | $74K | Buy |
1,800
+1,000
| +125% | +$46K | 0.01% | 429 |
|
|
2019
Q2 | $38K | Sell |
800
-10
| -1% | -$524 | ﹤0.01% | 458 |
|
|
2019
Q1 | $47K | Buy |
+810
| New | +$41.4K | ﹤0.01% | 428 |
|
|
2018
Q3 | – | Sell |
-30
| Closed | -$2K | – | 523 |
|
|
2018
Q2 | $2K | Buy |
30
+10
| +50% | +$577 | ﹤0.01% | 473 |
|
|
2018
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 460 |
|
|
2017
Q4 | $1K | Sell |
20
-10
| -33% | -$670 | ﹤0.01% | 468 |
|
|
2017
Q3 | $2K | Sell |
30
-30
| -50% | -$2K | ﹤0.01% | 439 |
|
|
2017
Q2 | $4K | Buy |
60
+5
| +9% | +$366 | ﹤0.01% | 395 |
|
|
2017
Q1 | $4K | Sell |
55
-5
| -8% | -$362 | ﹤0.01% | 399 |
|
|
2016
Q4 | $4K | Sell |
60
-11,220
| -99% | -$723K | ﹤0.01% | 404 |
|
|
2016
Q3 | $713K | Buy |
11,280
+15
| +0.1% | +$997 | 0.19% | 79 |
|
|
2016
Q2 | $776K | Sell |
11,265
-890
| -7% | -$57K | 0.23% | 63 |
|
|
2016
Q1 | $761K | Sell |
12,155
-780
| -6% | -$47.2K | 0.26% | 55 |
|
|
2015
Q4 | $753K | Sell |
12,935
-10,165
| -44% | -$589K | 0.29% | 46 |
|
|
2015
Q3 | $1.26M | Buy |
23,100
+900
| +4% | +$48.3K | 0.42% | 43 |
|
|
2015
Q2 | $1.09M | Buy |
22,200
+1,100
| +5% | +$55.8K | 0.33% | 52 |
|
|
2015
Q1 | $1.05M | Sell |
21,100
-7,800
| -27% | -$414K | 0.27% | 61 |
|
|
2014
Q4 | $1.42M | Buy |
28,900
+23,000
| +390% | +$1.12M | 0.37% | 49 |
|
|
2014
Q3 | $271K | Sell |
5,900
-1,900
| -24% | -$81.4K | 0.09% | 223 |
|
|
2014
Q2 | $327K | Sell |
7,800
-4,025
| -34% | -$162K | 0.07% | 191 |
|
|
2014
Q1 | $443K | Sell |
11,825
-4,650
| -28% | -$169K | 0.12% | 106 |
|
|
2013
Q4 | $632K | Buy |
16,475
+3,500
| +27% | +$129K | 0.19% | 78 |
|
|
2013
Q3 | $446K | Buy |
12,975
+3,150
| +32% | +$111K | 0.13% | 109 |
|
|
2013
Q2 | $344K | Buy |
+9,825
| New | +$353K | 0.11% | 133 |
|
Other funds holding MO
VCM
VPM
Hillsdale Investment Management's MO Position: Q1 2026 in Review
Hillsdale Investment Management increased its Altria Group (MO) stake by 22% in Q1 2026, buying an estimated $18K and bringing the position to 1,580 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #576.
Hillsdale Investment Management first reported a position in MO in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.42M in Q4 2014. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- Hillsdale Investment Management held 1,580 shares of Altria Group worth $104K as of Q1 2026.
- Hillsdale Investment Management bought 280 Altria Group shares in Q1 2026, an estimated $18K.
- Altria Group made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #576 holding.
- Hillsdale Investment Management first reported a position in Altria Group in Q2 2013 and has held it in 35 quarters since.
- Hillsdale Investment Management's Altria Group position peaked at $1.42M in Q4 2014.
- 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.